麦肯锡三星电子40_Siemens assessment v1

SAMSUNG010605BJ-kickoff2,CONFIDENTIAL,MobileHandsetCompetitorAnalysis:Siemens,SAMSUNGELECTRONICSCHINA(SECChina),August20,2001,Thisreportissolelyfortheuseofclientpersonnel.Nopartofitmaybecirculated,quoted,orreproducedfordistributionoutsidetheclientorganizationwithoutpriorwrittenapprovalfromMcKinseyitisnotacompleterecordofthediscussion.,SAMSUNG010605BJ-kickoff2,1,OVERVIEWOFCOMPETITORANALYSISFRAMEWORK,1.Backgroundinformation,LocationRegisteredcapitalManagementteamEquitystructure,StartingyearNumberofemployeesEraanalysis,4.Valuechainstrategy,5.Organizationandownership,6.Financialperformance,FocusonMarketing,advertisingandpromotionDistribution(channelandsalesforce),OrganizationstructureOwnershipstructure,SalesProfit,2.Strategy,3.Product/market,MissionVisionCorporatestrategyMarketposition,KeyproductofferingsKeycustomersValuepropositionGeographicfocusPricing,SAMSUNG010605BJ-kickoff2,2,KEYISSUESTOPROBE-SIEMENS,Strategy,Product/market,Valuechainstrategy,OrganizationTheMinistryforpostandTelecommunicationsGuangzhouNanfangPhotoelectricalTelecommunicationsEquipmentFactoryShanghaiAijianCompanyLtd.21ShanghaiXinguangTelecommunicationsplant28ShanghaiVideoandAudioElectronicsCo.,Ltd.40ChengduTelecommunicationsCableCo.,Ltd50,EWSDmanufacturinganddistributionFibreopticcableGSMmobileradionetworksandterminalsTransmissionequipment(e.g.PDH)PowersupplyfortelecomsystemsTechnologyTrainingHicom300TelephoneandTelecommunicationterminalsLoosetubeopticalfibercable,Source:Siemenspressrelease,SAMSUNG010605BJ-kickoff2,27,FINANCIALPERFORMANCE,1.Backgroundinformation,LocationRegisteredcapitalManagementteamEquitystructure,StartingyearNumberofemployeesEraanalysis,4.Valuechainstrategy,5.Organizationandownership,6.Financialperformance,FocusonMarketing,advertisingandpromotionDistribution(channelandsalesforce),OrganizationstructureOwnershipstructure,SalesProfit,2.Strategy,3.Product/market,MissionVisionCorporatestrategyMarketposition,KeyproductofferingsKeycustomersValuepropositionGeographicfocusPricing,SAMSUNG010605BJ-kickoff2,28,SiemensInformationandCommunication(IC)reportsanotherayearofexcellentbusinessperformanceglobally.In2000,ICmobileincludingthemobilehandsetbusinessachievedEUR9billioninsalesworld-widewithanexpectedCAGRof69%in1999-2001.TheEBITmarginofICmobilehasalsoimprovedfrom6%in1999to8%in2000SiemensachievedarevenueofEUR2.4billioninChinaoverallsectors,towhichInformationandCommunicationmadeasignificantcontribution,KEYMESSAGES-FINANCIALPERFORMANCE,SAMSUNG010605BJ-kickoff2,29,SIEMENSINFORMATIONANDCOMMUNICATIONREPORTSANOTHERYEAROFEXCELLENTBUSINESSPERFORMANCEGLOBALLY,EURbillions,*MobilehandsetbelongstoICmobileSource:GoldmanSachs,SiemensPressRelease,McKinseyanalysis,Globalreven